Cohen Klingenstein’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.9M | Hold |
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|
2025
Q2 | $21.1M | Hold |
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|
2025
Q1 | $17.8M | Hold |
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|
2024
Q4 | $17.4M | Hold |
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|
2024
Q3 | $15.3M | Hold |
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|
2024
Q2 | $14.7M | Hold |
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|
2024
Q1 | $14.6M | Hold |
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|
2023
Q4 | $12.4M | Hold |
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|
2023
Q3 | $10.5M | Hold |
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|
2023
Q2 | $10.6M | Hold |
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|
2023
Q1 | $9.47M | Hold |
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|
2022
Q4 | $9.75M | Hold |
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|
2022
Q3 | $7.6M | Hold |
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|
2022
Q2 | $8.19M | Hold |
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|
2022
Q1 | $9.91M | Hold |
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|
2021
Q4 | $11.5M | Sell |
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|
2021
Q3 | $13.9M | Sell |
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|
2021
Q2 | $15M | Hold |
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|
2021
Q1 | $14.6M | Hold |
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|
2020
Q4 | $12.2M | Sell |
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|
2020
Q3 | $11M | Hold |
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|
2020
Q2 | $10.7M | Hold |
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|
2020
Q1 | $10.3M | Hold |
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|
2019
Q4 | $15.9M | Hold |
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|
2019
Q3 | $13.4M | Hold |
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|
2019
Q2 | $12.8M | Buy |
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|
2019
Q1 | $9.48M | Buy |
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|
2018
Q4 | $2.9M | Hold |
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|
2018
Q3 | $3.35M | Hold |
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|
2018
Q2 | $3.1M | Hold |
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|
2018
Q1 | $3.27M | Hold |
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|
2017
Q4 | $3.18M | Hold |
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|
2017
Q3 | $2.84M | Hold |
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|
2017
Q2 | $2.71M | Hold |
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|
2017
Q1 | $2.61M | Hold |
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|
2016
Q4 | $2.56M | Buy |
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|
2016
Q3 | $693K | Hold |
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|
2016
Q2 | $646K | Hold |
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|
2016
Q1 | $616K | Hold |
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|
2015
Q4 | $687K | Hold |
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|
2015
Q3 | $634K | Hold |
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|
2015
Q2 | $705K | Hold |
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|
2015
Q1 | $630K | Hold |
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|
2014
Q4 | $651K | Hold |
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|
2014
Q3 | $626K | Hold |
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|
2014
Q2 | $599K | Hold |
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|
2014
Q1 | $631K | Hold |
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|
2013
Q4 | $608K | Hold |
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|
2013
Q3 | $538K | Hold |
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|
2013
Q2 | $549K | Buy |
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